Aufman Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
3,923
+8
| +0.2% | +$874 | 0.26% | 36 |
|
|
2025
Q1 | $409K | Buy |
3,915
+7
| +0.2% | +$732 | 0.28% | 33 |
|
|
2024
Q4 | $450K | Buy |
3,908
+22
| +0.6% | +$2.54K | 0.3% | 31 |
|
|
2024
Q3 | $455K | Buy |
3,886
+9
| +0.2% | +$1.05K | 0.29% | 31 |
|
|
2024
Q2 | $413K | Buy |
3,877
+8
| +0.2% | +$853 | 0.29% | 27 |
|
|
2024
Q1 | $428K | Buy |
3,869
+7
| +0.2% | +$774 | 0.3% | 27 |
|
|
2023
Q4 | $418K | Sell |
3,862
-125
| -3% | -$13.5K | 0.32% | 25 |
|
|
2023
Q3 | $376K | Hold |
3,987
| – | – | 0.32% | 26 |
|
|
2023
Q2 | $397K | Buy |
3,987
+8
| +0.2% | +$797 | 0.33% | 26 |
|
|
2023
Q1 | $385K | Hold |
3,979
| – | – | 0.33% | 27 |
|
|
2022
Q4 | $377K | Buy |
+3,979
| New | +$377K | 0.35% | 24 |
|